V7
Operational AI for private-market document workflows with cited outputs and routes for human review.
About V7
V7 is an operational AI platform for private equity and other document-heavy finance work. It connects deal documents, internal data, and source evidence, then turns that material into repeatable workflows for CIM screening, DDQ completion, investment committee memos, portfolio monitoring, LPA review, and structured data extraction. Teams can split complex jobs into reasoning steps, apply conditional logic, and send sensitive cases to a person for review. The platform includes specialized agents and supports models such as GPT, Claude, and Gemini. It is aimed at organizations that need cited, reviewable output instead of a basic chat interface. Security controls include granular roles, region-specific processing options, data-sovereignty controls, end-to-end encryption, and SOC 2 Type II certification. Pricing is custom, combining a base platform fee with team access and document-processing volume. Buyers must speak with sales to estimate cost, which makes early budget comparison harder for small teams.
Best for
Best use cases
An incoming CIM must be converted into a cited screening memo before an analyst begins review.
A data room contains many formats and the investment committee needs a consistent memo with gaps flagged.
Quarterly portfolio reports arrive in different layouts and must be normalized for risk monitoring.
Compare before choosing
Choose V7 over a direct model API when the workflow needs connected knowledge, conditional routing, and a defined human-review step.
Choose V7 over a general chat tool when finance teams need repeatable document processing with conclusions linked to source evidence.
Choose V7 Go for operational document automation; choose the separate V7 Darwin product for data labeling and model-training workflows.
Features
Document workflows
Automates repeatable analysis across CIMs, DDQs, LPAs, data rooms, and portfolio reports.
Evidence and review
Connects source evidence to outputs and can route sensitive cases to a person.
Enterprise controls
Provides granular roles, regional processing options, encryption, and data-sovereignty controls.
Pros
- Source-linked outputs give reviewers a clearer path back to the documents behind a conclusion.
- Conditional routing and human review help teams control sensitive or uncertain workflow steps.
- Enterprise access controls, encryption, regional processing, and SOC 2 Type II support regulated adoption.
Cons
- Custom pricing prevents teams from estimating total cost without speaking to sales.
- The finance and private-markets focus may be excessive for simple, general document summarization.
- Workflow setup and knowledge connection require more onboarding than calling a general chat tool.
Pricing Plans
Custom
- V7 Go platform access
- Configurable user roles and permissions
- Volume-based document processing
* Pricing information is for reference only. Please refer to the latest announcement on V7's official website.